Settings and activity

14 results found

1. Ability to edit Profile Fund Link categories versus deleting and relinking

   46 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

2. Add Profile Fund Category to Fund Advisor Fund Custom Report

   32 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

3. Export Date / Run Date

   22 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

4. Option to delete more than one report at a time

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

5. Reporting for multiple objects at once

   16 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

6. All in One Master Report

   19 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

7. Reports: Add ability to filter on multiple primary cities

   14 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

8. Reports: Freeze the column headers

   55 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

9. profiles: display relationship and engagement tab numbers

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   69 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 26, 2024

10. Login As --Removes user's existing login

    222 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Nov 26, 2024

11. fund advisor portal grant notification-advisor specific

    41 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Anonymous commented  ·  Mar 7, 2024  ·  Edit…  ·  Delete…

    I agree with the optional setting. Ex. A professional advisor with online access and has their own account does not need grant notification for client accounts but needs it for their own account.

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    Anonymous supported this idea  ·  Mar 6, 2024

12. Admin Fee Report/Audit Support

    31 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Nov 15, 2023

13. Option for household changes to populate individual profiles linked to household

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Sep 29, 2023

14. ID # search

    42 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jul 11, 2023